Anic Equity¶
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Total return since start: 0.548 %¶
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Equity now: -----------------------------> 47298.9 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45903.92 Kr¶
PnL: ---------------------------------------> -984.65 Kr¶
DD now: ---------------------------------> -2.737 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 19:58:23.135859'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 3.320000 | 3110.000000 | 183.000000 | 6.250000 | 2927.000000 |
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | 14.340000 | 790.800000 | 117.800000 | 17.500000 | 673.000000 |
| SAAB B | 8 | 1.030000 | 3443.200000 | 66.200000 | 1.960000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.560000 | 389.800000 | 34.800000 | 9.800000 | 355.000000 |
| Nordea Bank Abp | 29 | 0.420000 | 3483.480000 | 29.480000 | 0.850000 | 3453.999992 |
| Corem Property Group B | 59 | -2.960000 | 598.850000 | 21.850000 | 3.790000 | 576.999999 |
| AcadeMedia | 12 | -1.190000 | 578.640000 | 21.640000 | 3.890000 | 557.000004 |
| Resurs Holding | 22 | -1.350000 | 593.780000 | 19.780000 | 3.450000 | 573.999998 |
| OEM International B | 7 | 1.560000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Intrum | 4 | 2.750000 | 544.800000 | 17.800000 | 3.380000 | 527.000000 |
| Boozt | 12 | 0.220000 | 1671.600000 | 17.600000 | 1.060000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Eastnine | 4 | 0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Swedbank A | 3 | -0.670000 | 575.850000 | 11.850000 | 2.100000 | 564.000000 |
| Norva24 Group | 16 | 1.410000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Securitas B | 6 | -0.460000 | 576.120000 | 6.120000 | 1.070000 | 570.000000 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | 0.620000 | 580.800000 | 3.800000 | 0.660000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.070000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.390000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| CTEK | 13 | 0.290000 | 530.660000 | -3.340000 | -0.630000 | 533.999999 |
| Handelsbanken A | 5 | 0.050000 | 540.000000 | -6.000000 | -1.100000 | 546.000000 |
| Midsona B | 63 | 1.230000 | 568.260000 | -14.740000 | -2.530000 | 582.999984 |
| Essity B | 2 | -1.790000 | 549.200000 | -24.800000 | -4.320000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.090000 | 552.000000 | -42.570000 | -7.160000 | 594.565215 |
| Essity A | 4 | -1.790000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Vivesto | 1368 | 3.850000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.470000 | 3759.000000 | -91.000000 | -2.360000 | 3850.000000 |
| Beijer Electronics Group | 26 | -10.760000 | 2802.800000 | -168.200000 | -5.660000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.580000 | 3612.000000 | -199.000000 | -5.220000 | 3810.999990 |
| OX2 | 18 | 1.090000 | 1418.400000 | -245.600000 | -14.760000 | 1663.999992 |
| Axfood | 13 | -3.020000 | 3468.400000 | -287.600000 | -7.660000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45903.920000 | -984.650000 | -2.73698% | 46888.564618 |
Updated:¶
'2023-01-26 19:58:36.827731'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
